|
2026
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$50.2K
|
+$50.7K
|
2
|
0.04%
|
New
|
|
|
2027
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$50.2K
|
-$4.32K
|
2
|
0.01%
|
Reduced
|
|
|
2028
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$50K
|
+$50.7K
|
2
|
0%
|
New
|
|
|
2029
|
Frazier Financial Advisors
Columbus,
Ohio
|
$49.3K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2030
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$47.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2031
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$46.5K
|
-$154K
|
4
|
0.01%
|
Reduced
|
|
|
2032
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$45.6K
|
-$8.1K
|
3
|
0.01%
|
Reduced
|
|
|
2033
|
GoalVest Advisory
New York
|
$44.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2034
|
Riverview Trust Company
Vancouver,
Washington
|
$44.1K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
2035
|
LOM Asset Management
Hamilton,
|
$43.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2036
|
Physician Wealth Advisors
Midvale,
Utah
|
$43.4K
|
+$7.02K
|
5
|
0.01%
|
Increased
|
|
|
2037
|
MASECO Private Wealth
London,
|
$43K
|
+$9.21K
|
2
|
0%
|
Increased
|
|
|
2038
|
Park Place Capital
Homewood,
Alabama
|
$41.9K
|
-$1.62M
|
2
|
0.01%
|
Reduced
|
|
|
2039
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$41.8K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
2040
|
Private Wealth Management Group
Princeton,
New Jersey
|
$41.4K
|
+$738
|
6
|
0.01%
|
Increased
|
|
|
2041
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$41K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
2042
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$40.4K
|
+$40.5K
|
1
|
0.04%
|
New
|
|
|
2043
|
Strategic Advocates
Logan,
Utah
|
$39.7K
|
-$1.26K
|
1
|
0.01%
|
Reduced
|
|
|
2044
|
Chilton Capital Management
Houston,
Texas
|
$39.5K
|
+$5.15K
|
3
|
0%
|
Increased
|
|
|
2045
|
Clarity Asset Management
Ames,
Iowa
|
$37.9K
|
+$140
|
1
|
0.02%
|
Increased
|
|
|
2046
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$37.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2047
|
Fortitude Family Office
Scottsdale,
Arizona
|
$37K
|
-$12.7K
|
10
|
0.01%
|
Reduced
|
|
|
2048
|
Elyxium Wealth
San Mateo,
California
|
$36.9K
|
+$39K
|
4
|
0.01%
|
New
|
|
|
2049
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$36.7K
|
+$36.3K
|
2
|
0.01%
|
Increased
|
|
|
2050
|
Center for Financial Planning
Southfied,
Michigan
|
$36.2K
|
$0
|
1
|
0%
|
Maintained
|
|